Daily, weekly, or monthly stock level reporting

Purpose

1.1. Automate daily, weekly, or monthly stock level reporting across all product SKUs to eliminate manual review and optimize inventory precision.
1.2. Provides automated visibility into fast and slow-moving inventory for demand planning.
1.3. Ensures real-time, scheduled inventory records for management, purchasing, and finance teams.
1.4. Automates notifications to relevant team members on low stock, surplus, or discrepancies.
1.5. Supports automated compliance, loss prevention, and supplier negotiations by maintaining timely audit trails.

Trigger Conditions

2.1. Scheduled time triggers (daily, weekly, monthly) using automated cron or calendar functions.
2.2. Inventory count threshold triggers (e.g., automatedly generate report if items below reorder point).
2.3. Manual trigger via admin dashboard or mobile app automation button.
2.4. Automated detection of inbound shipment completion or sales volume spikes initiating on-demand report.

Platform variants (with API/function to configure for automated reporting):

3.1. Microsoft Power Automate
• Feature/Setting: "Recurrence" trigger + "Excel Online (Business) List rows present in a table" to schedule and automate extraction to email or SharePoint.
3.2. Zapier
• Feature/Setting: "Schedule by Zapier" with "Google Sheets" Action "Find Many Spreadsheet Rows" plus automated Gmail dispatch.
3.3. Google Apps Script
• Feature/Setting: `ClockTrigger` for scheduling; `SpreadsheetApp` to auto-generate and send stock reports via email.
3.4. Make (Integromat)
• Feature/Setting: Scheduler + "HTTP Module" to fetch inventory from ERP API and auto-generate PDF or Excel and deliver by email or Slack.
3.5. Shopify
• API: InventoryLevel API with automated webhook trigger; use scheduled Lambda to fetch and email CSV report.
3.6. Salesforce
• Feature/Setting: "Process Builder" or "Flow Builder" to schedule report extraction from Inventory Object and automate Chatter or Email alerts.
3.7. Oracle NetSuite
• API: SuiteScript (`scheduleScript`) for automated export of Inventory Quantity reports on triggered intervals.
3.8. QuickBooks Commerce
• Feature/Setting: "Scheduled Reports" + "Email Reports" for automatedly generated and distributed inventory updates.
3.9. Lightspeed Retail
• API: automated report generation of inventory via "GET /inventory" and scheduled dispatch to email or SFTP.
3.10. WooCommerce
• API: Rest API `GET /wp-json/wc/v3/products` with scheduled job on server to automate stock level retrieval and notification via email or SMS.
3.11. Square
• API: Catalog API automated with scheduled Lambda or Cloud Function to pull and send stock status report.
3.12. SAP Business One
• Feature/Setting: Crystal Reports automated with built-in scheduler for delivery to shared drive, email, or FTP.
3.13. Mailchimp
• Feature/Setting: Automated email campaigns with inventory summary triggered by e-commerce API events.
3.14. Smartsheet
• Feature/Setting: "Data Shuttle" for auto-upload of new stock data, and "Scheduled Workflows" for report distribution.
3.15. Amazon Seller Central
• Feature/Setting: "Inventory Reports" > "Automated Scheduling" to email detailed stock records weekly/monthly.
3.16. Monday.com
• Feature/Setting: "Automations" > "Recurring Notification" with board automation for stock changes.
3.17. Odoo
• Feature/Setting: Automated scheduled actions with Inventory app to email or export reports.
3.18. Klaviyo
• Feature/Setting: Event automation to inform managers of key stock level changes, integrating with inventory source.
3.19. Slack
• Feature/Setting: "Scheduled Reminders" or API with incoming webhooks for automated inventory alerts and attachments.
3.20. Trello
• Feature/Setting: Butler automation to create cards or send emails when automated stock report is uploaded.
3.21. Notion
• Feature/Setting: API integration with external scheduler to write stock data, and automate weekly email via integration tool.
3.22. Dropbox
• Feature/Setting: Automated saving of generated reports to team folders with notification to specified users.
3.23. Airtable
• Feature/Setting: “Automation” > “At Scheduled time” + “Send email” with inventory base view export.

Benefits

4.1. Automates repetitive reporting, freeing staff for higher-level inventory analysis.
4.2. Reduces errors in stock records with fully automated, scheduler-driven workflows.
4.3. Enables faster, more reliable replenishment and automates audit trail creation.
4.4. Improves data-driven decision-making through automated, consistent visibility.
4.5. Facilitates automated compliance and proactive loss management strategies.
4.6. Customizable automations adapt to all business sizes and sales volumes.